Weaver Consulting Group
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Weaver Consulting Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Weaver Consulting Group’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$617K Buy
6,037
+710
+13% +$75.2K 0.12% 156
2026
Q2 		$581K Buy
5,327
+1,441
+37% +$157K 0.12% 152
2026
Q1 		$423K Buy
3,886
+78
+2% +$8.6K 0.1% 161
2025
Q4 		$420K Hold
3,808
– – 0.1% 159
2025
Q3 		$424K Buy
+3,808
New +$419K 0.11% 150
2020
Q4 		– Sell
-665
Closed -$90K – 567
2020
Q3 		$90K Buy
665
+24
+4% +$3.27K 0.05% 201
2020
Q2 		$86K Buy
641
+158
+33% +$20.5K 0.05% 202
2020
Q1 		$60K Buy
483
+454
+1,566% +$57.8K 0.04% 207
2019
Q4 		$4K Hold
29
– – ﹤0.01% 649
2019
Q3 		$4K Hold
29
– – ﹤0.01% 632
2019
Q2 		$4K Hold
29
– – ﹤0.01% 619
2019
Q1 		$4K Buy
+29
New +$3.36K ﹤0.01% 1159

Other funds holding LQD

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Towercrest Capital Management
Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Summit Financial Consulting
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
AAFMAA Wealth Management & Trust
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return

Weaver Consulting Group's LQD Position: Q3 2026 in Review

Weaver Consulting Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 13% in Q3 2026, buying an estimated $75.2K and bringing the position to 6,037 shares worth $617K. The position accounts for 0.12% of the portfolio, ranked #156.

Weaver Consulting Group first reported a position in LQD in Q1 2019 and has held it in 12 quarters since. 298 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Weaver Consulting Group held 6,037 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $617K as of Q3 2026.
  • Weaver Consulting Group bought 710 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $75.2K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.12% of Weaver Consulting Group's portfolio in Q3 2026, its #156 holding.
  • Weaver Consulting Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 12 quarters since.
  • 298 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.